EverSource Wealth Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Buy |
+5,802
| New | +$243K | 0.01% | 779 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 4076 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3776 |
|
|
2024
Q3 | – | Sell |
-579
| Closed | -$23.5K | – | 3061 |
|
|
2024
Q2 | $23.5K | Buy |
+579
| New | +$23.5K | ﹤0.01% | 1424 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 2931 |
|